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First Trust Energy Income and Growth Fund (FEN) Institutional Ownership

$16.00 -0.03 (-0.19%)
As of 05/3/2024
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Institutional Ownership Changes (13F Filings) for First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN)

Number of
Institutional Buyers
(last 12 months)
5
Number of
Institutional Sellers
(last 12 months)
9
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FEN Institutional Buying and Selling by Quarter

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First Trust Energy Income and Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024Cetera Advisors LLC17,248$282K0.0%-16.7%0.000%
5/15/2024 BOKF NA11,890$195K0.0%-18.3%0.000%
5/14/2024 Advisors Asset Management Inc.515,398$8.42M0.2%+0.3%0.000%
5/10/2024 Cornerstone Advisors LLC93,195$1.52M0.1%-22.0%0.000%
5/9/2024 Kingsview Wealth Management LLC46,931$767K0.0%-18.5%0.000%
5/8/2024 Avantax Advisory Services Inc.97,024$1.59M0.0%-1.8%0.000%
5/7/2024 Retirement Planning Co of New England Inc.57,041$932K0.5%-13.7%0.000%
5/7/2024 Mystic Asset Management Inc.118,771$1.94M0.8%-0.9%0.000%
5/1/2024 Stegent Equity Advisors Inc.19,141$313K0.3%-28.5%0.000%
4/30/2024 Private Advisor Group LLC49,260$805K0.0%+2.4%0.000%
4/30/2024 Commonwealth Equity Services LLC54,093$884K0.0%+1.6%0.000%
4/25/2024 Summit Financial LLC191,776$3.13M0.2%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.200,059$3.27M0.0%-18.2%0.000%
4/16/2024 LongView Wealth Management11,500$188K0.1%N/A0.000%
1/17/2024Reitz Capital Advisors LLC44,193$640K1.1%-7.5%0.000%
11/14/2023 AQR Arbitrage LLC124,766$1.64M0.1%+92.9%0.000%
11/13/2023 Retirement Planning Co of New England Inc.61,585$810K0.5%+2.1%0.000%
11/13/2023 Mystic Asset Management Inc.115,871$1.52M0.9%-1.0%0.000%
11/9/2023 Cornerstone Advisors LLC74,325$977K0.0%-33.1%0.000%
11/9/2023 UBS Group AG149,742$1.97M0.0%+2.6%0.000%
11/3/2023 Private Advisor Group LLC39,523$520K0.0%+3.5%0.000%
8/17/2023 Coastal Bridge Advisors LLC315,884$4.40M1.1%-5.0%0.000%
8/15/2023 Cohen & Steers Inc.137,827$1.92M0.0%+61.4%0.000%
8/11/2023 Baird Financial Group Inc.439,166$6.12M0.0%+32.5%0.000%
8/11/2023 Cornerstone Advisors LLC111,027$1.55M0.1%+12.2%0.000%
8/11/2023 Landscape Capital Management L.L.C.20,018$279K0.0%-50.3%0.000%
8/11/2023 Guggenheim Capital LLC42,903$598K0.0%-53.3%0.000%
8/10/2023 Private Advisor Group LLC38,199$532K0.0%+2.6%0.000%
8/10/2023Cetera Advisors LLC232,384$3.24M0.1%-0.5%0.000%
8/7/2023 Wolverine Asset Management LLC151,930$2.12M0.0%-22.1%0.000%
8/7/2023 Stegent Equity Advisors Inc.30,129$420K0.5%-18.1%0.000%
8/3/2023Garrison Asset Management LLC42,664$606K0.3%+6.0%0.000%
8/2/2023 Sigma Planning Corp26,830$374K0.0%-5.0%0.000%
8/1/2023 Truist Financial Corp34,418$479K0.0%-6.6%0.000%
8/1/2023BDO Wealth Advisors LLC17,563$245K0.0%-8.3%0.000%
7/31/2023 LPL Financial LLC122,770$1.71M0.0%-7.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.206,356$2.88M0.0%-3.5%0.000%
7/25/2023 Ameritas Advisory Services LLC11,765$160K0.0%-30.7%0.000%
7/20/2023 Cornerstone Advisory LLC11,943$166K0.0%N/A0.000%
7/20/2023 Csenge Advisory Group14,801$206K0.0%-6.2%0.000%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

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7/17/2023Reitz Capital Advisors LLC41,899$584K0.5%+23.7%0.000%
5/15/2023ICA Group Wealth Management LLC32,310$419K0.1%-4.5%0.000%
5/11/2023 Elequin Securities LLC10,166$132K0.1%-10.1%0.000%
5/11/2023 Guggenheim Capital LLC91,775$1.19M0.0%-36.9%0.000%
5/10/2023 Private Advisor Group LLC37,239$483K0.0%N/A0.000%
5/10/2023 Landscape Capital Management L.L.C.40,249$522K0.1%N/A0.000%
5/9/2023BDO Wealth Advisors LLC19,159$249K0.0%-15.2%0.000%
5/8/2023 Wolverine Asset Management LLC195,137$2.53M0.0%+149.9%0.000%
5/8/2023 Sigma Planning Corp28,235$366K0.0%-7.0%0.000%
5/5/2023 Truist Financial Corp36,867$479K0.0%-2.2%0.000%
5/1/2023 Csenge Advisory Group15,773$205K0.0%-7.1%0.000%
5/1/2023 CWM LLC2,896$38K0.0%+183.6%0.000%
4/28/2023 Avantax Advisory Services Inc.88,302$1.15M0.0%-21.7%0.000%
4/28/2023 Ameritas Advisory Services LLC16,972$220K0.0%-40.1%0.000%
4/26/2023Reitz Capital Advisors LLC33,863$440K0.4%-53.3%0.000%
4/21/2023 Mystic Asset Management Inc.116,936$1.52M0.8%+1.0%0.000%
4/18/2023 Clarus Group Inc.11,405$148K0.1%-9.2%0.000%
4/18/2023 Stegent Equity Advisors Inc.36,780$477K0.5%-49.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.213,760$2.78M0.0%-2.5%0.000%
4/11/2023 UMB Bank n.a.13,521$176K0.0%-20.8%0.000%
2/14/2023 Alpine Global Management LLC12,788$181K0.1%N/A0.000%
2/13/2023 Advisors Asset Management Inc.263,486$3.74M0.1%-14.5%0.000%
2/13/2023 Kingsview Wealth Management LLC74,167$1.05M0.0%-1.1%0.000%
2/10/2023 Bison Wealth LLC10,976$155K0.0%-11.4%0.000%
2/10/2023 Ameritas Advisory Services LLC28,330$402K0.0%+140.8%0.000%
2/10/2023 Sit Investment Associates Inc.6,000$85K0.0%+100.0%0.000%
2/9/2023 Elequin Securities LLC11,308$160K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.219,147$3.11M0.0%-3.7%0.000%
2/8/2023 Coastal Bridge Advisors LLC330,850$4.70M1.3%-5.9%0.000%
2/8/2023 UBS Group AG237,054$3.36M0.0%+5.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.21,582$306K0.0%+14.9%0.000%
2/7/2023 Commonwealth Equity Services LLC88,119$1.25M0.0%+0.9%0.000%
2/7/2023Garrison Asset Management LLC40,177$570K0.4%-2.1%0.000%
2/7/2023 LPL Financial LLC105,403$1.50M0.0%-10.2%0.000%
2/7/2023 IFP Advisors Inc11,561$263K0.0%+99.1%0.000%
2/3/2023 Retirement Planning Co of New England Inc.59,413$843K0.6%-1.8%0.000%
2/3/2023 Mystic Asset Management Inc.115,800$1.64M0.9%+1.0%0.000%
2/3/2023 Ellevest Inc.2,500$35K0.0%N/A0.000%
2/2/2023 Stegent Equity Advisors Inc.73,000$1.04M1.2%-15.9%0.000%
2/2/2023All Season Financial Advisors Inc.30,015$426K0.4%+3.0%0.000%
2/1/2023 Wolverine Asset Management LLC78,082$1.11M0.0%N/A0.000%
1/27/2023BDO Wealth Advisors LLC22,580$320K0.0%-10.8%0.000%
1/24/2023 Sigma Planning Corp30,356$431K0.0%-36.0%0.000%
1/18/2023 Private Advisor Group LLC34,796$494K0.0%+5.0%0.000%
1/18/2023Reitz Capital Advisors LLC72,443$1.03M1.0%-9.2%0.000%
11/16/2022 Kingsview Wealth Management LLC75,014$1.11M0.1%-3.8%0.000%
11/15/2022 Sowell Financial Services LLC105,687$1.57M0.2%+0.7%0.000%
11/15/2022 Coastal Bridge Advisors LLC351,480$5.22M1.4%-10.3%0.000%
11/14/2022 Guggenheim Capital LLC189,695$2.82M0.0%-14.9%0.000%
11/14/2022 MML Investors Services LLC421,846$6.26M0.0%N/A0.000%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
11/10/2022 Sigma Planning Corp47,466$705K0.0%-18.6%0.000%
11/10/2022ICA Group Wealth Management LLC42,817$636K0.1%-14.6%0.000%
11/10/2022 UBS Group AG224,200$3.33M0.0%+2.9%0.000%
11/10/2022 Clarus Group Inc.12,557$186K0.2%+8.7%0.000%
11/8/2022 Advisors Asset Management Inc.308,040$4.57M0.1%-12.0%0.000%
11/8/2022 IFP Advisors Inc5,808$137K0.0%+19.6%0.000%
11/2/2022BDO Wealth Advisors LLC25,305$376K0.0%-5.9%0.000%
11/2/2022 Avantax Advisory Services Inc.33,921$504K0.0%N/A0.000%
10/27/2022Reitz Capital Advisors LLC79,786$1.19M1.1%+1.6%0.000%
10/27/2022 CWM LLC2,521$37K0.0%+146.9%0.000%
(Data available from 1/1/2016 forward)

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FEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEN shares?

During the previous two years, 36 institutional investors and hedge funds held shares of First Trust Energy Income and Growth Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.42M), Baird Financial Group Inc. ($6.12M), Coastal Bridge Advisors LLC ($4.40M), Raymond James Financial Services Advisors Inc. ($3.27M), Summit Financial LLC ($3.13M), Wolverine Asset Management LLC ($2.12M), and UBS Group AG ($1.97M).Learn more on FEN's institutional investors.

Which institutional investors have been buying First Trust Energy Income and Growth Fund stock?

Of the 18 institutional investors that purchased First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Financial LLC ($191.78K), Wolverine Asset Management LLC ($117.06K), Baird Financial Group Inc. ($107.74K), AQR Arbitrage LLC ($60.07K), Cohen & Steers Inc. ($52.43K), Private Advisor Group LLC ($40.67K), and Landscape Capital Management L.L.C. ($40.25K).

How much institutional buying is happening at First Trust Energy Income and Growth Fund?

Institutional investors have bought a total of 666,744 shares in the last 24 months. This purchase volume represents approximately $4.70M in transactions.

Which First Trust Energy Income and Growth Fund major shareholders have been selling company stock?

Of the 24 institutional investors that sold First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($102.50K), Cornerstone Advisors LLC ($63.00K), Raymond James Financial Services Advisors Inc. ($57.16K), Stegent Equity Advisors Inc. ($50.48K), Wolverine Asset Management LLC ($43.21K), Reitz Capital Advisors LLC ($42.18K), and Avantax Advisory Services Inc. ($26.34K).

How much institutional selling is happening at First Trust Energy Income and Growth Fund?

Institutional investors have sold a total of 498,447 shares in the last 24 months. This volume of shares sold represents approximately $4.17M in transactions.


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This page (NYSEAMERICAN:FEN) was last updated on 3/12/2025 by MarketBeat.com Staff
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